account_balance
Investment manager · 13F filer · SEC CIK 764532
Fiduciary Management Inc
Reported value$7.03Bas of Jun 30, 2026
Positions56 4 new, 10 sold out
Top 10 weight33.4%ARMK alone is 5%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ARMKAramark
5.3%Trimmed −38%
BKNGBooking Holdings Inc
4.7%Added +1879%
NSITInsight Enterprises
3.8%Added +17%
SCHWCharles Schwab Corp
3.0%Trimmed −34%
VVVValvoline Inc.
2.9%Added +6%
HAYWHayward Holdings
2.9%Added +34%
FERGFerguson Enterprises
2.9%Trimmed −37%
CDWCDW Corp
2.8%Trimmed −3%
OMFOneMain Holdings
2.7%Added +15%
ZIONZions Bancorporation
2.6%Trimmed −7%
ATRAptarGroup Inc.
2.5%Added +14%
GTESGates Industrial
2.5%Trimmed −7%
ARMKAramark
5.3%Trimmed −38%
BKNGBooking Holdings Inc
4.7%Added +1879%
NSIT3.8%SCHW3.0%VVV2.9%HAYW2.9%FERG2.9%CDW2.8%OMF2.7%ZION2.6%ATR2.5%GTES2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARMK Aramark 5.3% Trimmed −38%BKNG Booking Holdings Inc 4.7% Added +1879%NSIT Insight Enterprises 3.8% Added +17%SCHW Charles Schwab Corp 3.0% Trimmed −34%VVV Valvoline Inc. 2.9% Added +6%HAYW Hayward Holdings 2.9% Added +34%FERG Ferguson Enterprises 2.9% Trimmed −37%CDW CDW Corp 2.8% Trimmed −3%OMF OneMain Holdings 2.7% Added +15%ZION Zions Bancorporation 2.6% Trimmed −7%ATR AptarGroup Inc. 2.5% Added +14%GTES Gates Industrial 2.5% Trimmed −7%
What changed